IdealWare Online Users Manual

SP1-02 S/P PROCEDURES
31398 Setting up the System

 

SUMMARY

 

Setting up the sales processing system consists of ensuring that the required information is setup in your master files.

 

 

FILE MAINTENANCE

 

The file maintenance that must be done to allow you to use the sales processing system consists of the following.

 

ACCOUNTS PAYABLE FILES (optional)

 

See Accounts Payable Maintenance Programs.

 

 

Certain A/P files must be setup to in order to use the special ordering feature of the sales order entry program:

 

24715 - SUPPLIER MASTER MAINTENANCE (optional).

 

ACCOUNTS RECEIVABLE FILES

 

See Accounts Receivable Maintenance Programs.

 

 

The A/R files that the Order Processing System uses include the following:

 

25651 - CUSTOMER MASTER MAINTENANCE.

25655 - SALESMAN MASTER MAINTENANCE.

 

GENERAL LEDGER FILES

 

See General Ledger Maintenance Programs.

 

 

The G/L codes used by the order register & update program are setup in the following programs:

 

29079 - GENERAL INFORMATION, Company Control File parameters.

31018 - PRODUCT GROUP MAINTENANCE.

31606 - LINE TYPES MAINTENANCE.


INVENTORY FILES

 

See Inventory Maintenance Programs.

 

 

The Inventory files that the sales processing system uses includes the following:

 

31006 - CONTRACT PRICING MAINTENANCE (optional).

31008 - PACKAGE/SET MAINTENANCE (optional).

31013 - PRODUCT & INVENTORY MAINTENANCE.

31018 - PRODUCT GROUP MAINTENANCE.

 

The product group file also references G/L codes that are used in the order register & update program.

 

 

31025 - STORE MASTER MAINTENANCE.

 

SALES PROCESSING FILES

 

See Sales Maintenance Programs.

 

 

The following sales order processing files must be setup:

 

31603 - CASH TERMINAL MAINTENANCE.

31604 - CASH TERMINAL PRINTER MAINTENANCE.

31605 - CASHIER MAITNENANCE.

31606 - LINE TYPES MAINTENANCE.

 

The line types file also references G/L codes that are used in the order register & update program.

 

 

31607 - OPERATOR MAINTENANCE.

 

See also 25655 - SALESMAN MASTER MAINTENANCE.

 

 

31608 - PAYMENT TYPE MAINTENANCE.

31609 - RATES % MAINTENANCE.

31610 - REASON CODES MAINTENANCE (optional).